Shamrock Financial Services is a registered investment advisor offering asset management and financial planning services. Shamrock Financial Services uses client questionnaires to determine investment objectives and risk tolerance, then selects a model portfolio of Exchange Traded Funds (ETFs). Financial planning is included for asset management clients. Shamrock Financial Services also uses sub-advisors through AE Wealth Management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on the type of client, complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client. Existing clients may have a different fee schedule.